Eqtec Share Discussion Threads

[juju44] 23/5/2022 12:57

Why cant Amati find someone to take their stake off them . This could be death by a thousand cuts without some positive news from EQT

[stevea171] 23/5/2022 11:12

Cosmi are engineering and construction contractors for the Italian MDC.
It's a lot easier for Yoel to fly/drive there to check on installation than eg North Fork, California! Especially if he is mostly based in Spain.

[juju44] 23/5/2022 08:54

no buyers about

[stevea171] 20/5/2022 17:57

From LSE, Der Sack. RE: AGM
I was happy to see the present shareholders asking questions which they couldn't prepare answers for. After a few minutes, they found their way and spoke nice and freely.

There was some stuff in the Q&A I hadn't heard before or at least not that clear. This is my summary of these points. Text in << >> is not a 100% transcriptions/quote, but from notes I made on the fly. For exact quotes, watch the video.

MDC Biochar:
Quite early on, those present asked about the megawatts of the MDCs. Y.A. subsequently upgraded the "small" numbers by saying that Biochar is also produced.

Croatia MDC upscalability and feedstock:
<< We use waste as a feedstock from a local industrial partner and provide them with electricity and heat.

The off taker needs probably 2-3x the amount of what we are producing. So we are also exploring the possibility to have an expansion behind the site. >>

Two plants operational by EOY:
The man with the white shirt said that we have two plants operational by the end of the year and DP says "correct".

Up to two further plants operational if we are lucky
<< With a bit of luck we will have North Fork or Agrigas built before eoy as well, so a total of 3/4 plants >>
And they defined "operational" as "built and producing"

Carbon Sole going for SNG
Until now it was mainly CHP and “biogas”, <>

California:
Three current projects and Phoenix with a pipeline of ten ...
<< North Fork, Blue Mountain plus a third one we are bidding for. >>
<< The Phoenix pipeline alone in the US is 10 projects of the same type,2-3MW >>

Planned Revenue for 2022:
<< Revenue was 9.2 last year and we are targeting to triple that. >>

Our Pipeline
<< We have a 100+ Million pipeline. The limiting factor is more rapid funding and the capacity building internally. >>
<< We don't even talk about the size of the pipeline any more because we are building go to market entities that manage their own pipeline>>
<< We have the luxury to choose. Some times investors say we should advertise more, but we don't need more projects, we just need to deliver the right strategic projects that are gonna build the scale. >>
<< We have been sending demand away in middle east, in asia,...what we need is to build that platform to deliver on that demand and then to outsource that to local partners.>>

New EU PWB rules
As I already wrote at the other thread, this doesn’t harm us. They even seemed to be happy about it.

Using two different feedstocks:
There was a mention to use two differnt feedstocks at one of their plants, but if I understood it correcly, not a mix. Just the possibility to switch between two feedstocks depending on the feedstock price and availability. Didn't note that down. Must have been in the first 20-30 minutes.

They love us:
"We love engaged investors" (real quote)

[davidblack] 20/5/2022 12:54

Lol I personally know one of the judges.

[juju44] 20/5/2022 10:41

Are Cosmi our sub contractors or have they their own money in the plant ?

[skinny] 20/5/2022 10:37

Here's a .

[stevea171] 20/5/2022 10:28

Twitter: We're delighted to say that EQTEC has been shortlisted for 'Impact Company of the Year' at the Small Cap Awards 2022🥂.

THE SMALL CAP AWARDS 2022. Thursday June 30th 2022

Impact Company of the Year Short List:
Water Intelligence Plc
Anpario Plc
AFC Energy Plc
Saietta Electric Drive
EQTEC Plc
Feedback Plc
Kooth Plc

Looking forward to joining the awards evening next month.

[m4rtinu] 20/5/2022 10:27

NEW: photos just in (see Twitter link in header) from our CTO, Yoel, on-site at our Italia Market Development Centre (MDC) in Tuscany, Italy. EPC partner, COSMI, continues to provide high-quality support 👏. We're looking forward to our next visit as we progress towards operations in H2

[stevea171] 20/5/2022 09:06

NEW: photos just in from our CTO, YOEL S. ALEMÁN MÉNDEZ, on-site at our Italia Market Development Centre (MDC) in Tuscany, Italy.
EPC partner, COSMI SRL, continues to provide high-quality support 👏. We're looking forward to our next visit as we progress towards operations in H2 #syngas #cleanenergy

[stevea171] 20/5/2022 09:05

Jeff Vander Linden's LinkedIn post after the AGM.

Those who attended the AGM yesterday saw that CTO, Yoel Aleman is currently working at our Italian MDC and joined the session separately.

"Thanks to the #EQT shareholders who joined us for today’s EQTEC plc AGM from Cork. We remain convinced we have some of the best, most proactive and engaged shareholders we could want. For those who joined, please know that our CTO, YOEL S. ALEMÁN MÉNDEZ, who was on site at our Market Development Centre in Gallina, Tuscany, joined the call via this rapidly engineered Wi-Fi device he set up with our local, Italian partners! Well done, team! GIAMPIERO SERVETTI"

[stevea171] 20/5/2022 07:25

Video of EQT AGM presentation with Q's from shareholders present and those sent in online. A lively Q&A but they ran out of time at 1 hour plus! As last time they say questions remaining will be answered and posted on their web site.

They are expecting revenue from all 3 UK RDF projects this year regardless of the timing of FC's.

[davidblack] 19/5/2022 14:10

Looks like it, change of manager.

[juju44] 18/5/2022 11:30

hard to see why the share price cannot make progress with recent buying strength . Amati still dumping?

[stevea171] 16/5/2022 10:00

EQTEC PLC. 2022 AGM which will start at 19th May 2022 at 2:00pm BST.

Investor Meet Company: You'll be able to enter the meeting up to 15 minutes before the scheduled start time.

[stevea171] 15/5/2022 20:00

Short French video of the EQTEC pilot plant at University of Lorraine and the work going on there to produce hydrogen. Subtitles in French.

[juju44] 13/5/2022 09:23

Need some buyers here

[bradders51] 13/5/2022 08:49

You overpaid on both :-))

[juju44] 13/5/2022 08:45

Having bought PHE at .6p I would not call it a crock of sh$t. I also bought many millions of EQT at .24p . How did you do Einstein

[juju44] 12/5/2022 12:20

You usually get it wrong

[bradders51] 11/5/2022 20:20

Twice the number of sells to buys and up 6%. I'll settle for that.

[juju44] 11/5/2022 14:42

Dont think we will get far until Amati have dumped everything . Frustrating